See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,212 | $201,272+57.6% | $184,203+72.2% | $145,922+117.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.92% | 29.00%-5.1pp | 28.81%-4.9pp | 561.29%-537.4pp |
| Employer contribution / active EE | $18,693 | $7,022+166.2% | $6,427+190.8% | $4,660+301.2% |
| Participant deferral / active EE | $17,559 | $9,806+79.1% | $9,131+92.3% | $6,688+162.6% |
| Admin fee / account holder | $158,703 | $16,364+869.9% | $13,901+1041.7% | $13,397+1084.6% |